Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$360B
AUM Growth
-$5.05B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,958
New
Increased
Reduced
Closed

Top Buys

1
+$1.25B
2
+$1.21B
3
+$708M
4
ATVI
Activision Blizzard
ATVI
+$633M
5
ABT icon
Abbott
ABT
+$456M

Top Sells

1
+$1.29B
2
+$910M
3
+$868M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$575M
5
MPLX icon
MPLX
MPLX
+$568M

Sector Composition

1 Technology 11.41%
2 Financials 10.07%
3 Consumer Discretionary 8.39%
4 Healthcare 7.69%
5 Communication Services 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3576
$2.89M ﹤0.01%
247,902
-48,749
3577
$2.89M ﹤0.01%
125,608
-16,931
3578
$2.89M ﹤0.01%
186,724
-142,289
3579
$2.89M ﹤0.01%
104,310
+21,410
3580
$2.88M ﹤0.01%
152,969
+7,987
3581
$2.88M ﹤0.01%
346,405
+164,497
3582
$2.87M ﹤0.01%
86,374
+4,763
3583
$2.87M ﹤0.01%
176,166
-555,282
3584
$2.86M ﹤0.01%
31,772
+16,436
3585
$2.86M ﹤0.01%
23,609
-6,522
3586
$2.86M ﹤0.01%
116,727
-9,661
3587
$2.85M ﹤0.01%
50,356
-10,134
3588
$2.85M ﹤0.01%
105,386
-41,756
3589
$2.84M ﹤0.01%
163,381
-61,373
3590
$2.84M ﹤0.01%
221,496
+30,301
3591
$2.84M ﹤0.01%
77,574
+16,141
3592
$2.84M ﹤0.01%
80,832
-1,427
3593
$2.83M ﹤0.01%
319,923
-12,022
3594
$2.83M ﹤0.01%
1,185,384
+334,250
3595
$2.83M ﹤0.01%
94,379
-30,075
3596
$2.83M ﹤0.01%
34,124
+2,255
3597
$2.82M ﹤0.01%
137,397
-576,075
3598
$2.82M ﹤0.01%
114,825
-3,400
3599
$2.82M ﹤0.01%
56,419
+4,195
3600
$2.81M ﹤0.01%
44,661
-6,383
142 143
144
145 146